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Executor's checklist

A gentle, step-by-step guide.

If you've been named as an executor, the weeks after a death can feel overwhelming. Here's a checklist for England & Wales. Tick items as you go — your progress is saved in your browser.

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Immediately after the death

In the first two weeks

Valuing the estate

Applying for probate

Distributing the estate

This checklist is general guidance for England & Wales and does not cover every estate. If the estate is large, includes business interests, foreign assets, or is contested, consult a probate solicitor.